NOTICE: This tutorial will be retired on June 1, 2013. Please see our EndNote X5 tutorial.

Troubleshooting Tips

EndNote Online Technical Support page

This page is at http://www.endnote.com/support/ensupport.asp. It includes

  • news and frequently asked questions, and a link to the EndNote listserv
  • software updates and utilities
  • downloadable files, including output styles, import filters and connection files
  • links to educational resources, manuals, and EndNote-related library Web sites.

The EndNote User Manual

EndNote X does not come with a printed manual, but when you install the program, a PDF manual is installed in the EndNote program folder.

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Working with Journal Titles and Abbreviations

Some publishers require citations to include the entire titles of journals, while others require abbreviations. To address this issue, EndNote uses term lists. The EndNote default is to use whatever form of the journal name you have in the records in your library. The term list provides an alternative to this default.

Important: If you have multiple EndNote libraries and you use term lists, you need a separate term list for each library.

To create new journal term lists:

  • turn off automatic updating of term lists
  • delete all terms in the existing journal term list
  • import the term list you want to use
  • modify the output style if necessary

These four steps are described below.

1. Turning off Automatic Updating of Term Lists

By default, term lists are automatically updated. To create a new terms list for your library, disable automatic updating:

  • Choose Edit > Preferences
  • Click on Term Lists
  • Uncheck "Update lists during data entry."

2. Deleting items in the existing terms list

  • Go to Tools > Open Term Lists > Journals Term List.

  • In the Terms tab, select all journals already in your list and click Delete Term. It is best to delete all the titles and abbreviations you have accumulated and then replace them with a complete list to ensure consistency.

3. Importing the term list

  • In the Lists tab, select Journals and click Import List.

  • Navigate to the EndNote X program folder (normally in your Program Files folder) and open the Terms Lists subfolder. Select Medical and click Open. The journals term list will be imported.

  • If you click on the Terms tab of the Term Lists window, you will see the journal titles and abbreviations that have been imported. The first column contains the complete journal title, the second contains the abbreviation with periods, and the third contains the abbreviation without periods. The fourth column is left blank, so you can put an additional abbreviation here, if necessary.

Watch the Video

4. Modifying the output style

This step may not be necessary, depending on whether EndNote�s output style conforms with your needs.

  • Choose Edit > Output Styles > Open Style Manager.
  • Select the desired style and click Edit.
  • Click on Journal Names in the menu bar at left. Check to see if the Journal Name Format is what is required by the journal. If it is, you do not need to proceed. Close the style manager.
  • If the Journal Name Format is incorrect, select the desired journal name format.
  • Go to File > Save As and save a copy of the style. You want to avoid overwriting the original template. Save the revised style template in the same directory as all of your other style templates (usually C:\Program Files\EndNoteX\Styles)
  • Close the window when you are finished editing the style.

Watch the Video

Note: The EndNote website contains new and updated output styles at http://www.endnote.com/support/enstyles.asp. Once you find it, click the FTP link in the right column and save the file in the same directory as the rest of your output styles.

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Working with Output Styles

The Style Manager is used to make changes in an output style to ensure its conformity with the journal�s instructions to authors.

  • Open the style you wish to check by going to Edit > Output Styles > Open Style Manager
  • Select the desired style and click Edit.
  • The top four items (About the Style, Anonymous Works, Page Numbers, and Journal Names) contain information that applies throughout the style, both in citations/footnotes and in bibliographies. Click on each of these items to ensure its consistency with the instructions for authors. Generally, you will use only two of the following sections, either citations or footnotes, and bibliography. As with the general fields, you can click on each item in the list and check its conformity with the journal style.
  • If something is not correct, select the desired alternative.
  • Choose File > Save As and save a copy of the style. You want to avoid overwriting the original template. Save the revised style template in the same directory as all of your other style templates (usually C:\Program Files\EndNote X\Styles).
  • Close the window when you are finished editing the style.

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Inserting an Image or File into the Image Field

You can insert an image or file into the Image field of any EndNote reference.

Inserting an image:

To insert an image, do the following:

  1. With the reference open, go to the References menu and choose Insert Picture. (Do not copy and paste the image.)
  2. In the dialog box that appears,, locate the graphic file and insert it. EndNote recognizes several graphic file types, including BMP, GIF, JPEG, PNG, and TIFF.
    The graphic appears as a thumbnail in the image field of the reference.
    Note: To edit the image, you can open it by double-clicking on the thumbnail. This will launch the graphics editing program associated with the image.
  3. After inserting a graphic, type Caption text into the Caption field of the reference. This text will identify the image when you insert the image into a Word document.
    Once you have an image in your EndNote reference, Cite While You Write allows you to insert the image and its caption into a word processing document.

Inserting a File:

To insert a file other than an image (such as a Word processing or spreadsheet file), do the following:

  1. With the reference open, go to the References menu and choose Insert Object .
  2. Browse to the file, and click open. The file will be inserted into your reference. An icon for the file appears in the Image field.
  3. To open the file, double-click on its icon in the Image field.

When you insert an image or other file into your Reference, the image is stored in the .DATA folder associated with that EndNote library. The .DATA folder is located in the same folder as the EndNote library file.

Each reference can only have one associated image or file linked to the Image field. If you insert another image or other file, it will replace the file previously associated with the Image field.

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Linking to Websites, PDF documents, and files

EndNote allows you to place links from references in your EndNote library to Websites (using the URL field), PDF documents (from the Link to PDF field) and to most other types of files from most fields.

Linking to Websites from the URL field

To link to a Website,

  1. Launch your browser and go to the website.
  2. Copy the url of (web address)
  3. Paste the url into the URL field of the reference.

Watch the Video

In addition to linking to websites, you can link to other files from the �URL� field in a reference. To do this:

  1. Select a reference in the Library window, or open the reference.
  2. From the References menu, choose URL>Link To URL.
  3. Browse to the file you want to link to the reference, and click Open.
    The URLfield will accept most file types, and will display the full path to the file. The path and filename become hyperlinked. Click to open the file.

Linking to a PDF Document from the "Link to PDF" Field

You can do this either by using the References menu or by dragging and dropping the file.

Linking to a PDF using the References menu:

  1. Select a reference in the Library window, or open the reference.
  2. From the References menu, choose PDF>Link To PDF.
  3. Select a file to link to the reference.

    You can either copy the pdf file to your EndNote library (a relative path) or to link to the original file, depending on whether "copy this file to the default PDF folder and create a relative link" is checked.
    1. Select the check box to copy the original PDF file to the DATA\PDF folder that is part of your EndNote library (a good choice if you want to move the library from one computer to another).
    2. Deselect the check box to always have EndNote look in the original folder for the inserted file.
  4. Click Open.
    EndNote will display an icon indicating the type of file inserted. You can insert approximately 45 files into the same Link to PDF field.

Linking to a PDF by Dragging and Dropping

Drag and drop the pdf file onto the reference in either the Library window or the Reference window.

Whether the file is copied to the EndNote library or is linked with an absolute path is determined by the default PDF setting set in Preferences (Edit menu):

Linking to Files from any field

You can link many types of files to any field in an EndNote reference. To do this:

  1. Open the reference.
  2. Type or paste, into any text field, the path and filename you wish to link.

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